Compare · 4 funds side by side · dividends reinvested

JEPQ, SSO, VYM and CGDV

JEPQJ.P. Morgan×SSOProShares×VYMVanguard×CGDVCapital Group×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,059SSO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, SSO, VYM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+19.9%+20.1%+11.6%−6.7%10.9%$78.9B1.6

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.7B2.4

ProShares - Ultra S&P500Leveraged · An index0.88%0.70%+18.2%+18.0%+36.5%+14.9%−18.2%27.4%$7.0B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · SSO 2006 · VYM 2006 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs SSO: Top 5 Holdings

Today

JEPQ

27.6%in top 5

SSO

in top 534.6%

JEPQStockSSO

not top 5IQMM18.7%

7.2%AAPL5.1%

5.9%NVDA4.1%

5.9%MSFT4.0%

4.4%AMZN

Cost, Income and Risk

Fees: JEPQ, SSO, VYM, CGDV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

JEPQ0.35%$35

SSO0.88%$88

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SSO

ProShares - Ultra S&P500 · $7.0B$20,059

$10,000 five years ago, dividends reinvested · they hold 33.9% in common

JEPQMeasureSSO

+8.1%Year to dateJan 1 → Nov 11+18.2%

+9.0%1 yearTotal return+18.0%

+18.2%3 years · per year$10,000 became $16,525 · $25,441+36.5%

[…]5 years · per year$10,000 became […] · $20,059+14.9%

0.35%Expense ratio$35 · $88 a year on $10k · lower is better0.88%

12.20%Trailing 12-mo yield$1,220 · $70 a year on $10k0.70%

−11.5%Worst dropSmaller is better−18.2%

16.9%VolatilityLower is calmer27.4%

JEPQSSO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%

4.3%GOOGnot top 5

Held in common33.9%

End-of-day Nov 11, 2026 · share of each fund

JEPQ vs SSO Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

SSOProShares

+18.0%

past year

JEPQSSOFaded: behind in that period

0–3SSO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

JEPQ vs VYM

YTD

J.P. MorganJEPQ

+8.1%

VYMVanguard

+17.0%

+8.1%Year to date+17.0%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y10.9%

12.2%Yield2.2%

$41.8BAssets$78.9B

3–1VYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPQ, SSO, VYM, CGDV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

VYM2.23%$223

CGDV1.23%$123

SSO0.70%$70

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VYM$223 − $4 = $219

CGDV$123 − $33 = $90

SSO$70 − $88 = −$18

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SSO, VYM, CGDV

Today

33.9%most shared, JEPQ and SSO

JEPQSSOVYMCGDV

JEPQ—33.9%12.2%28.5%

SSO33.9%—23.2%27.0%

VYM12.2%23.2%—23.1%

CGDV28.5%27.0%23.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.9%VYM, at 10.9% volatility

VYMWorst drop−6.7%10.9% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

SSOWorst drop−18.2%27.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSSO

+8.1%Year to date+18.2%

12.2%Yield0.7%

+9.0%Past year+18.0%

0.35%Fee0.88%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPQ, SSO, VYM and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four